Associate - Account Management - BFSI

Job Description :

As an Account Mangement Associate, you will play a vital role in driving engagement with clients across company's Connections and Forum offerings. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services. Your work will be pivotal in guaranteeing the retention and growth of our account base.

Responsibilities :

- Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals

- Identify and engage inactive or potentially new users across priority accounts and to increase utilization of Company offerings

- Reiterate the value proposition of the Company's services to drive usage and help embed our products in the daily workflows of end users

- Maintain constant dialogue with clients to understand their research processes and gather feedback on Company's services.

- Support clients by offering training and demo sessions on how to use Company's services.

- Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations.

- Develop an awareness of client buying processes and Company sales and renewal processes to support revenue generation

- Collaborate with internal stakeholders - legal, marketing, research, sales, and product teams, to ensure client requests are executed quickly and effectively.

- Attend internal and external meetings punctually and well-prepared

- Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach

Skills :

- A client service-focused mindset

- Proven experience in building and maintaining relationships by phone and face-to-face would be beneficial

- Excellent organization, written and oral/presentation skills

- Collaborative approach in solving problems